Motilal Oswal Midcap Fund Direct-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 1.07%
NAV: ₹119.01 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Motilal Oswal Midcap Fund Direct-Growth

  • ₹40,207.5 Cr
    AUM
  • ₹119.01
    NAV
  • 0.91%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Motilal Oswal Midcap Fund Direct-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 1.07% NA 4.37%
6 Months 13.09% NA 15.67%
1 Year 0.22% 0.22% -0.50%
2 Years 1.16% 0.58% 23.18%
3 Years 67.40% 18.74% 22.72%
5 Years 141.31% 19.27% 26.92%
7 Years 328.49% 23.11% NA
10 Years 401.42% 17.50% 16.72%
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As on Thu Nov 05, 2026

Asset Allocation of Motilal Oswal Midcap Fund Direct-Growth

equities

96.38%

other assets or cash equivalents

3.62%
Large Cap: 26.09%
Mid Cap: 68.64%
Small Cap: 5.26%
Other: 0.00%
Top Holdings
Others Cblo
14.25%
Reverse Repo/cblo
12.32%
Reverse Repo/cblo
12.32%
Reverse Repo/cblo
13.39%
One 97 Communications Ltd
9.07%
 
Top Sectors
Technology
67.67%
Unspecified
62.80%
Industrials
36.28%
Consumer Discretionary
34.91%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Motilal Oswal Midcap Fund Direct-Growth

Motilal Oswal Midcap Fund Direct-Growth is one Equity mutual fund offered by Motilal Oswal Mutual Fund. Launched on 24 Feb 2014, the fund aims Long-term capital growth. Investment in equity and equity related instruments in quality mid-cap companies having long-term competitive advantages and potential for growth. It manages assets worth ₹40,207.5 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.91%.
The portfolio allocation consists of 96.38% in equities, 3.62% in other assets or cash equivalents.Managed by Niket Shah, it has delivered a return of 0.22% in the last year, a total return since inception of 21.52%.
To make informed financial choices it is useful to compare best sip plan that align with long-term goals.

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  • Ajay Khandelwal

    Fund Manager

  • Mr. Khandelwal is MBA & Bachelor of Engineering.

    Manager Education

  • Sunil Sawant

    Fund Manager

  • Mr. Sawant has done M.Com

    Manager Education

  • Rakesh Shetty

    Fund Manager

  • Mr. Shetty has done B.Com

    Manager Education

  • Niket Shah

    Fund Manager

  • Mr. Shah is a MBA in Finance

    Manager Education

Key Metrics of Motilal Oswal Midcap Fund Direct-Growth

  • Standard Deviation
    21.29%
  • Mean
    17.93%
  • Sharpe Ratio
    0.58%
  • Alpha
    3.63%
  • Beta
    0.99%
  • Sortino Ratio
    0.84%

Motilal Oswal Midcap Fund Direct-Growth Fund Details

Fund Names Motilal Oswal Midcap Fund Direct-Growth
Inception Date 24 Feb 2014
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

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Motilal Oswal Midcap Fund Direct-Growth Fund Returns Comparison

Compare Motilal Oswal Midcap Fund Direct-Growth with other mutual funds in the same category

Motilal Oswal Midcap Fund Direct-Growth

Motilal Oswal Midcap Fund Direct-IDCW

Invesco India Mid Cap Fund Direct-Growth

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Motilal Oswal Midcap Fund Direct-Growth trend ₹40,208 3.45% 1.07% 0.22% 18.74% 19.27%
Motilal Oswal Midcap Fund Direct-IDCW trend ₹40,208 3.45% 1.07% 0.22% 18.74% 19.27%
Invesco India Mid Cap Fund Direct-Growth trend ₹15,780 4.08% -2.02% 6.93% 23.72% 18.50%
Invesco India Mid Cap Fund Direct-IDCW trend ₹15,780 4.08% -2.02% 6.93% 23.72% 18.50%
Motilal Oswal Midcap Fund Regular-Growth trend ₹40,208 3.39% 0.89% -0.55% 17.64% 18.07%
Motilal Oswal Midcap Fund Regular-IDCW trend ₹40,208 3.39% 0.89% -0.55% 17.64% 18.07%
HSBC Midcap Fund Direct-Growth trend ₹16,800 0.93% -1.37% 15.34% 22.39% 17.88%
HSBC Midcap Fund Direct-IDCW trend ₹16,800 0.93% -1.37% 15.34% 22.39% 17.88%
HDFC Mid Cap Fund Direct-Growth trend ₹101,856 2.56% -4.17% 1.18% 16.64% 17.85%
HDFC Mid Cap Fund Direct-IDCW trend ₹101,856 2.56% -4.17% 1.18% 16.64% 17.85%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Motilal Oswal Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Motilal Oswal Midcap Fund Regular-Growth increase ₹40,208 3.39% 0.89% 12.66% -0.55% 17.64%
Motilal Oswal Midcap Fund Direct-IDCW increase ₹40,208 3.45% 1.07% 13.09% 0.22% 18.74%
Motilal Oswal Midcap Fund Regular-IDCW increase ₹40,208 3.39% 0.89% 12.66% -0.55% 17.64%
Motilal Oswal Nifty Midcap 150 Index Fund Regular-Growth increase ₹3,995 2.45% -4.84% 0.41% 0.41% 14.16%
Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth increase ₹3,995 2.52% -4.66% 0.81% 1.19% 15.01%
Motilal Oswal Nifty Midcap 100 ETF-Growth increase ₹821 2.58% -4.59% 0.92% 1.50% 15.81%
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increase growth is based on 1-month returns of the funds

Motilal Oswal Midcap Fund Direct-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
HDFC Mid Cap Fund Direct-Growth trend ₹101,856 ₹226.14 16.64% 17.85% 17.26%
HDFC Mid Cap Fund Regular-Growth trend ₹101,856 ₹203.75 15.91% 17.08% 16.38%
HDFC Mid Cap Fund Direct-IDCW trend ₹101,856 ₹80.30 16.64% 17.85% 17.26%
HDFC Mid Cap Fund Regular-IDCW trend ₹101,856 ₹51.12 15.91% 17.08% 16.38%
Kotak Mid Cap Fund Direct-Growth trend ₹66,613 ₹163.96 16.60% 15.37% 17.43%
Kotak Mid Cap Fund Regular-Growth trend ₹66,613 ₹139.82 15.40% 14.10% 16.05%
Kotak Mid Cap Fund Regular-IDCW trend ₹66,613 ₹76.79 15.40% 14.10% 16.05%
Kotak Mid Cap Fund Direct-IDCW trend ₹66,613 ₹97.68 16.60% 15.37% 17.43%
Nippon India Growth Mid Cap Fund Direct-Growth trend ₹50,176 ₹4,855.78 17.60% 16.64% 18.10%
Nippon India Growth Mid Cap Fund-Growth trend ₹50,176 ₹4,387.95 16.67% 15.72% 17.22%
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Top funds are based on Fund AUM

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Motilal Oswal Midcap Fund Direct-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Others CbloUnspecified14.25%₹5,256.36 Cr
Reverse Repo/cbloUnspecified12.32%₹4,621.17 Cr
Reverse Repo/cbloUnspecified12.32%₹4,621.17 Cr
Reverse Repo/cbloUnspecified13.39%₹4,501.69 Cr
One 97 Communications LtdIndustrials9.07%₹3,885.88 Cr
One 97 Communications LtdIndustrials9.07%₹3,885.88 Cr
One 97 Communications LtdIndustrials9.07%₹3,885.88 Cr
One 97 Communications LtdIndustrials9.07%₹3,885.88 Cr
Persistent Systems LtdTechnology10.03%₹3,811.80 Cr
Coforge LtdTechnology9.92%₹3,769.68 Cr
Persistent Systems LtdTechnology10.15%₹3,744.28 Cr
Reverse Repo/cbloUnspecified10.51%₹3,618.94 Cr
Persistent Systems LtdTechnology9.47%₹3,549.96 Cr
Persistent Systems LtdTechnology9.47%₹3,549.96 Cr
Dixon Technologies (india) LtdConsumer Discretionary10.52%₹3,536.61 Cr
Coforge LtdTechnology9.32%₹3,494.09 Cr
Coforge LtdTechnology9.32%₹3,494.09 Cr
Kalyan Jewellers India LtdConsumer Discretionary8.13%₹3,485.80 Cr
Kalyan Jewellers India LtdConsumer Discretionary8.13%₹3,485.80 Cr
Kalyan Jewellers India LtdConsumer Discretionary8.13%₹3,485.80 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Motilal Oswal Midcap Fund Direct-Growth increase ₹119.01 18.74% 19.27% -
Motilal Oswal Midcap Fund Direct-IDCW increase ₹48.54 18.74% 19.27% -
Invesco India Mid Cap Fund Direct-Growth increase ₹238.94 23.72% 18.50% -
Invesco India Mid Cap Fund Direct-IDCW increase ₹83.42 23.72% 18.50% -
Motilal Oswal Midcap Fund Regular-Growth increase ₹102.85 17.64% 18.07% -
Motilal Oswal Midcap Fund Regular-IDCW increase ₹46.48 17.64% 18.07% -
HSBC Midcap Fund Direct-Growth increase ₹524.81 22.39% 17.88% -
HSBC Midcap Fund Direct-IDCW increase ₹92.60 22.39% 17.88% -
HDFC Mid Cap Fund Direct-Growth increase ₹226.14 16.64% 17.85% -
HDFC Mid Cap Fund Direct-IDCW increase ₹80.30 16.64% 17.85% -
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increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Motilal Oswal Midcap Fund Direct-Growth

What is the current AUM of Motilal Oswal Midcap Fund Direct-Growth?

As of Wed Sep 30, 2026, Motilal Oswal Midcap Fund Direct-Growth manages assets worth ₹40,207.5 crore

How has Motilal Oswal Midcap Fund Direct-Growth performed recently?

  • 3 Months: 1.07%
  • 6 Months: 13.09%

What is the long-term performance of Motilal Oswal Midcap Fund Direct-Growth?

  • 3 Years CAGR: 18.74%
  • 5 Years CAGR: 19.27%
  • Since Inception: 21.52%

What is the portfolio composition of Motilal Oswal Midcap Fund Direct-Growth?

Equity: 96.38%, Others: 3.62%.

Who manages Motilal Oswal Midcap Fund Direct-Growth?

Motilal Oswal Midcap Fund Direct-Growth is managed by Niket Shah from Motilal Oswal Mutual Fund.

What is the market-cap allocation of Motilal Oswal Midcap Fund Direct-Growth?

Large Cap: 26.09%, Mid Cap: 68.64%, Small Cap: 5.26%.

Which are the top companies Motilal Oswal Midcap Fund Direct-Growth has invested in?

  • Others CBLO – 14.25% of the fund's portfolio
  • Reverse Repo/CBLO – 12.32% of the fund's portfolio
  • Reverse Repo/CBLO – 12.32% of the fund's portfolio
  • Reverse Repo/CBLO – 13.39% of the fund's portfolio
  • One 97 Communications Ltd – 9.07% of the fund's portfolio

Which are the major sectors Motilal Oswal Midcap Fund Direct-Growth focuses on?

  • Technology – 67.67% of the fund's portfolio
  • Unspecified – 62.80% of the fund's portfolio
  • Industrials – 36.28% of the fund's portfolio
  • Consumer Discretionary – 34.91% of the fund's portfolio
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